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Mokosak Advisory Group’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Mokosak Advisory Group’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.03M Sell
19,388
-152
-0.8% -$33.4K 1.01% 13
2025
Q4 		$4.39M Sell
19,540
-139
-0.7% -$31.5K 1.1% 13
2025
Q3 		$4.37M Sell
19,679
-628
-3% -$131K 1.14% 13
2025
Q2 		$4M Buy
20,307
+191
+0.9% +$33K 1.13% 13
2025
Q1 		$3.24M Sell
20,116
-1,375
-6% -$246K 1% 14
2024
Q4 		$3.97M Sell
21,491
-537
-2% -$98.1K 1.19% 13
2024
Q3 		$3.84M Sell
22,028
-1,286
-6% -$217K 1.15% 13
2024
Q2 		$4M Sell
23,314
-328
-1% -$51.9K 1.32% 11
2024
Q1 		$3.68M Sell
23,642
-2,028
-8% -$305K 1.22% 13
2023
Q4 		$3.69M Sell
25,670
-972
-4% -$129K 1.32% 12
2023
Q3 		$3.28M Sell
26,642
-1,329
-5% -$171K 1.33% 12
2023
Q2 		$3.66M Buy
27,971
+348
+1% +$41.3K 1.44% 11
2023
Q1 		$3.15M Buy
27,623
+1,039
+4% +$109K 1.34% 13
2022
Q4 		$2.52M Buy
26,584
+176
+0.7% +$17K 1.13% 14
2022
Q3 		$2.4M Buy
26,408
+4,276
+19% +$445K 1.18% 15
2022
Q2 		$2.14M Buy
22,132
+2,628
+13% +$280K 1.02% 14
2022
Q1 		$2.4M Sell
19,504
-575
-3% -$69.8K 0.97% 14
2021
Q4 		$2.72M Sell
20,079
-669
-3% -$86.8K 1.04% 14
2021
Q3 		$2.46M Sell
20,748
-420
-2% -$51.4K 1.02% 14
2021
Q2 		$2.49M Buy
21,168
+116
+0.6% +$12.9K 1.05% 14
2021
Q1 		$2.23M Sell
21,052
-690
-3% -$73.3K 1% 14
2020
Q4 		$2.27M Buy
21,742
+261
+1% +$25.4K 1.09% 14
2020
Q3 		$1.98M Sell
21,481
-952
-4% -$84.7K 1.13% 14
2020
Q2 		$1.84M Sell
22,433
-1,075
-5% -$79.3K 1.13% 14
2020
Q1 		$1.48M Buy
+23,508
New +$1.69M 1.1% 14

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mokosak Advisory Group's FTEC Position: Q1 2026 in Review

Mokosak Advisory Group reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.78% in Q1 2026, selling an estimated $33.4K and leaving 19,388 shares worth $4.03M. The position accounts for 1.01% of the portfolio, ranked #13.

Mokosak Advisory Group first reported a position in FTEC in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.39M in Q4 2025. 603 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

  • Mokosak Advisory Group held 19,388 shares of Fidelity MSCI Information Technology Index ETF worth $4.03M as of Q1 2026.
  • Mokosak Advisory Group sold 152 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $33.4K.
  • Fidelity MSCI Information Technology Index ETF made up 1.01% of Mokosak Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Mokosak Advisory Group first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2020 and has held it in 25 quarters since.
  • Mokosak Advisory Group's Fidelity MSCI Information Technology Index ETF position peaked at $4.39M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.